Category values in change form
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07-08-2024 11:22 PM
Dear expertise
I have a query in updating categories value in the change form , how do you rate the difficulty involved in the process ?
Please note following would be involved :
1. Mapping the old values to the updated categories value
Please state the difficulty involved and also how much time & effort needed in this process .
Thanks and regards
Meera
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07-11-2024 07:38 PM
I would see if you can add new value and hide the old - the reason for this is manyfold - It may be better to leave the old records unmanipulated and for historical purposes leave the categories they had ( You would have to suggest it and convince the customers that this is better. - for instance if a paper form was updated we would never go back to the ones from 5 years ago and update it- however all new submissions will use new values.
If you have to update consider factors like updating resolved /closed records